Located in Grand Rapids, MI, Zhang Financial is a fee-only wealth management group. As a proud member of the National Association of Personal Financial Advisors (NAPFA), we uphold a fiduciary standard, offer customized and unbiased financial advice, unsurpassed products, and first class service. Our services include asset management, 401k and pension rollovers and tax and estate planning. Our advisory team holds the most prestigious designations and credentials in the industry, and consists of Certified Financial Planners, a Certified Public Accountant, and an attorney.
Services
Financial Position Analysis
Protection Planning
Investment Planning
Income Tax Planning
Retirement Planning
Estate Planning
Employee Stock Option Planning
College Planning Retirement Planning
401k
403b
Profit Sharing Plan
Defined Benefit Plan
Simple IRA
SEP
Roth IRA
Traditional IRA
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